OMCL

Omnicell, Inc. OMCL highlighted accelerating customer engagement around its next-generation medication management platforms during its second-quarter 2026 earnings call while noting that large customer decisions are taking longer to finalize. Management emphasized strong demand for Titan XT and OmniSphere but reduced the lower end of product bookings expectations because of timing uncertainty around customer approvals and contracting cycles. OMCL said Titan XT remains central to its refresh-cycle strategy as health systems evaluate new automation platforms. Management noted rising pipeline activity across both existing customers and competitive opportunities. President and COO Nnamdi Njoku said the company secured its first competitive Titan XT conversion win of the year, reinforcing interest in cloud-connected medication management solutions. The company said Titan XT shipments remain on track for the second half of 2026, while OmniSphere ADS general availability remains targeted for the first half of 2027. Omnicell described OmniSphere as the cloud-native layer designed to connect devices, data and workflows across its portfolio. Management said the platform is intended to support more predictive and increasingly autonomous medication management. Njoku said customers are seeking enterprise-wide visibility, interoperability and workflow improvements rather than isolated products. The company also highlighted growing interest in combining automation, analytics and AI-driven capabilities to address efficiency and workforce pressures across health systems. OMCL reported second-quarter revenues of $312.21 million, up 7% year over year, beating the Zacks Consensus Estimate of $309.6 million. Non-GAAP EPS came in at $0.94, which surpassed the consensus mark of $0.48. The quarter benefited from a $15 million tariff refund. Omnicell, Inc. price-consensus-eps-surprise-chart | Omnicell, Inc. Quote Management said profitability exceeded expectations because of a favorable revenue mix, cost discipline and operating efficiency. The company raised full-year 2026 non-GAAP EBITDA guidance to $175-$185 million and non-GAAP EPS guidance to $2.15-$2.30. Omnicell lowered its 2026 product bookings outlook to $425-$560 million while keeping the high end unchanged. Management attributed the adjustment primarily to customer decision timing. CFO H. Radford said several medium and large opportunities could shift between 2026 and later periods depending on approval and contracting timelines. The company maintained that customer engagement remains strong and said the revised range reflects timing variability rather than reduced demand for its solutions. OMCL faced analyst questions about competitive conversions and the pace of customer decisions. Management explained that enterprise deployments require coordination among executives, IT teams, clinical groups and pharmacy staff. A Piper Sandler analyst asked about competitive evaluations and OmniSphere monetization. Management said the company remains early in the process and plans to provide more details as the platform approaches broader availability. A KeyBanc analyst questioned the leasing strategy. Management said leasing helps extend customer discussions by providing financing flexibility for larger deployments. Omnicell ended the call focused on converting its expanded pipeline into growth while maintaining operational discipline. Management pointed to customer interest in reliability, service and innovation as key competitive factors. The company also noted continued strength in recurring revenue streams, including specialty pharmacy services, maintenance, support and software-related offerings. Management reiterated its focus on scaling operations, accelerating innovation and improving execution as Titan XT and OmniSphere adoption develops. OMCL carries a Zacks Rank #3 (Hold), indicating that earnings estimate revisions and related factors currently point to a balanced outlook. The Zacks Rank can change as analysts update estimates following new company developments. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. The stock has a Value Score of B, Growth Score of A, Momentum Score of B and VGM Score of A. Zacks Style Scores evaluate value, growth and momentum characteristics, with stronger scores representing more favorable attributes within each category. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Omnicell, Inc. (OMCL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

This article first appeared on GuruFocus. Release Date: July 30, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Solid Q2 2026 execution with total revenue of $312 million at the high end of guidance and non-GAAP EPS of $0.94 well above expectations. Strong profitability improvement driven by favorable revenue mix, disciplined cost management, and a one-time $15 million tariff refund. Robust and growing pipeline for Titan XT and Omnisphere, with increased customer engagement and competitive conversion opportunities. Secured first competitive Titan XT conversion win of the year, validating platform strategy and competitive positioning. Expanding leasing programs provide flexible financing options, supporting attractive lifetime value economics and customer adoption. Revised full-year 2026 product bookings guidance to a wide range of $425 million to $560 million, reflecting uncertainty in timing of purchasing decisions. Customer decision-making cycles are lengthening, particularly for large enterprise deals, creating variability in bookings timing. Lowered ARR guidance due to slower-than-expected development of certain consumables business growth opportunities. Expecting $6 million in incremental costs from memory chip supply imbalances in the second half of 2026, impacting gross margins. Sales cycles for competitive conversions remain multi-quarter to multi-year, with no clear acceleration in closing timelines. Here are the key highlights from the Omnicell Inc (NASDAQ:OMCL) Q2 2026 earnings call, presented as summarized Q&A pairs. Warning! GuruFocus has detected 6 Warning Signs with OMCL. Is OMCL fairly valued? Test your thesis with our free DCF calculator. Q: You lowered the bottom end of the bookings guide materially but kept the top end unchanged, creating a very large range. Are you seeing more material cancellations in Legacy XT, and what gives you confidence the top end is still possible? A: (Baird Radford, CFO) The top end of the range remains unchanged because we have line of sight to a number of transactions that could land at that level. The dynamics around the lower end relate to variability in timing. We have many medium-sized and large deals where it is difficult to predict if they will close by December 31st due to the transition cycle from XT to Titan XT. We wanted to be transparent about this range of outcomes. The opportunity is significant, and the pipeline is larger than in recent years. Q: Of the customers coming up for renewal, how many are going through a competitive process versus defaulting to their existing vendor? Also, have you landed on a pricing model for Omnisphere? A: (Randall Lipps, CEO) It is still early in the process, and we haven't seen as many head-to-head comparisons yet. Most of our customers are delighted and ready to move when their equipment is at end-of-life. (Namdi Najoku, COO) The volume of activity is very high, and we are having conversations with both our install base and competitive customers. The reliability of our hardware and the enterprise visibility from Omnisphere are resonating well. (Baird Radford, CFO) Regarding Omnisphere, we are on track for general availability in the first half of 2027. We will share more details on the go-to-market strategy and monetization closer to that time. Q: Does the pipeline growth reflect breadth in the number of accounts or larger accounts driving bigger commitments? Also, what determines your willingness to pursue a leasing engagement? A: (Namdi Najoku, COO) The pipeline activity is a combination of two categories: early engagement with our own install base about the new platform and active competitive conversations. The activity is high because both main players have new platforms for the first time. (Baird Radford, CFO) On leasing, it is a real market opportunity for customers who want to stream out payments. It keeps us in conversations longer, allowing us to showcase our innovation. The pace of leasing is likely relatively smaller, but it provides a strategic advantage. Q: Is the bookings impact from large enterprises due to legacy Omnicell customers pushing out decisions to 2027, or is it from customers evaluating both platforms? A: (Baird Radford, CFO) It is a confluence of factors. We are in year 10 of the XT product, so some existing customers are starting early conversations, while others are ready to move to the next generation. On the competitive front, there is heightened interest in Omnicell due to our innovation and service standards. The mix includes both medium-sized and large deals, making it difficult to pinpoint one specific driver. Q: Is the length of time to get competitive conversion contracts signed longer because Pyxis is also upgrading, or because the systems are more complex? A: (Baird Radford, CFO) The cycle has always been varied in timeline based on the customer's needs and constraints, such as capital availability and internal approval processes. Nothing has fundamentally changed. (Namdi Najoku, COO) The process is involved because we are laying out a new paradigm with our hardware and cloud-native platform. Customers want to understand the full roadmap, which requires engagement with multiple stakeholders including the C-suite, IT, and clinical groups. Q: How does the percent of competitive conversions in your pipeline compare to that of the XT cycle nine or ten years ago? Can you provide an update on the IV product line? A: (Randall Lipps, CEO) The product refresh has started a bit earlier with the competitive market. The engagement is broader than it has ever been in 30 years because systems must eventually be swapped out. The enterprise focus is a major draw, as large providers need consistent standards across their expanding footprints. (Namdi Najoku, COO) On IV, we know the space is ripe for automation. Our IVX program is guided by internal benchmarks to get to broader availability. We are also investing in workflow products and analytics, as unlocking this market will require a suite of solutions. Q: Did you sign four Titan deals in the quarter? What is the difference between Titan, Omnisphere, and Central Pharmacy? A: (Namdi Najoku, COO) We highlighted our first competitive Titan conversion in Q2. To clarify, Titan XT is the hardware platform. Omnisphere is the cloud-native platform that the software and workflows are built on. Together, they form the complete solution. Central Pharmacy hardware will also connect to Omnisphere over time. The win this quarter was significant because the customer selected Titan XT, AWS, and IV workflow, viewing us as a full platform partner. The leasing program was also a key benefit in sealing that deal. Q: Can you provide more detail on the $6 million incremental cost from memory chip supply and the 50 basis point impact to gross margin? A: (Baird Radford, CFO) We have been navigating an imbalanced supply and demand environment in memory chips. This has required a strategic approach to inventory acquisition, including multi-sourcing. We estimate this will result in $6 million of incremental cost in the second half of 2026, representing roughly a five times increase in cost versus the beginning of the year. This translates to a 50 basis point impact on full-year consolidated gross margin and an 80 basis point impact on product gross margin. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Interested in Omnicell, Inc.? Here are five stocks we like better. Omnicell exceeded profitability expectations in Q2 2026, reporting $312 million in revenue, $67 million in non-GAAP EBITDA and $0.94 in non-GAAP EPS. Results benefited from a one-time $15 million tariff refund, though underlying EBITDA still surpassed guidance expectations. The company widened its full-year product bookings range to $425 million–$560 million, lowering the floor because of extended customer approval and purchasing cycles rather than weaker demand. Management cited a significantly larger pipeline and growing competitive opportunities for Titan XT and OmniSphere. Omnicell raised its full-year profitability outlook but reduced revenue and recurring-revenue expectations, while warning that memory-chip supply pressures could add about $6 million in second-half costs. Titan XT shipments remain planned for the second half of 2026, with OmniSphere generally available in the first half of 2027. Omnicell (NASDAQ:OMCL) reported second-quarter 2026 revenue at the high end of its prior outlook and profitability above expectations, while widening its full-year product bookings range to reflect uncertainty in the timing of customer purchasing decisions for large medication-management platform investments. Chairman, Chief Executive Officer and Founder Randall Lipps said total revenue was $312 million, while non-GAAP EBITDA reached $67 million and non-GAAP earnings per share totaled $0.94. He said the results reflected operational discipline, improved efficiency and progress toward the company’s strategy of becoming a leader in autonomous medication management. → Why SK hynix Could Be the Best AI Chip Stock to Buy Now The company also announced an organizational change, naming Nnamdi Njoku as president and chief operating officer effective July 1. Lipps remains chairman and CEO. Njoku will focus on operational execution, alignment across product strategy and customer engagement, and improving leverage in Omnicell’s profit and loss structure. Executive Vice President and Chief Financial Officer Baird Radford said product revenue totaled $175 million during the quarter, while service revenue was $137 million. Service growth was supported by specialty pharmacy services, maintenance, support and software-related offerings. → 3 Value ETFs to Consider as Growth Stocks Lag Behind GAAP earnings per share were $0.52, compared with $0.12 in the prior-year period. Omnicell reported a 50% non-GAAP gross margin, which Radford said was primarily driven by a one-time $15 million tariff refund. Excluding the refund, second-quarter non-GAAP EBITDA would have been $52 million. Radford said the underlying performance still exceeded the midpoint of the company’s earlier guidance, aided by favorable revenue mix, cost management and operating efficiency. Cash and cash equivalents at quarter-end: $292 million Free cash flow: $56 million, including the tariff refund Second-quarter non-GAAP EBITDA: $67 million Second-quarter non-GAAP earnings per share: $0.94 → 5 AI Stocks Are Pulling Back—Which Growth Catalysts Still Look Strongest? Radford said Omnicell is continuing to invest in growth initiatives, including leasing programs intended to help customers spread payments over time while providing the company with what it views as attractive lifetime-value economics. Omnicell updated its full-year 2026 product bookings guidance to a range of $425 million to $560 million. The upper end of the range was unchanged, but the lower end was reduced as the company cited variability in the timing of medium-sized and large customer transactions. Radford said the company has visibility into transactions that could support the upper end of the outlook. However, he said it remains difficult to determine which opportunities will close before Dec. 31 as health systems evaluate next-generation platforms and navigate capital approvals, contracting and stakeholder reviews. “The bottom end of this revised range primarily reflects uncertainty around the timing of purchasing decisions rather than the deterioration in demand for our solutions,” Radford said. Management said Omnicell’s pipeline exiting the second quarter was meaningfully larger than in recent years, with high engagement from both existing customers and potential competitive conversions. The company said the ongoing transition from its XT platform to Titan XT, combined with a new platform launch from its largest competitor, has increased both the number and size of competitive opportunities. During the question-and-answer session, Radford said the pipeline includes both medium-sized and large opportunities, existing Omnicell customers considering a transition from XT to Titan XT, and competitive accounts with aging systems. He said such sales processes have historically varied based on customer capital availability, internal approval structures and decision-making timelines. Njoku said Titan XT remains on track to begin shipping in the second half of 2026, while OmniSphere ADS is expected to become generally available in the first half of 2027. Titan XT is Omnicell’s hardware platform, while OmniSphere is its cloud-native platform intended to connect devices, data and workflows across the company’s portfolio. Omnicell secured its first competitive Titan XT conversion win of the year during the quarter, according to Njoku. A health system in the Southeast selected Titan XT along with AWS, IVX Workflow and other Omnicell solutions as part of a broader medication-management transformation. Njoku said OmniSphere was central to the customer’s decision, while the company’s leasing capabilities also helped differentiate its offering. The company also cited Titan XT selections by an academic medical center in North Carolina, a Texas-based academic health system and an Arizona regional medical center. In specialty pharmacy, Omnicell said it won a competitive greenfield opportunity with a healthcare provider in northwest Arizona and began two new engagements with health systems in Oregon and Missouri. Management said it is still early in the competitive process for the new platforms and did not provide specific estimates for the percentage of customers undergoing competitive evaluations. Lipps said customers are increasingly assessing enterprise-wide capabilities, including interoperability, analytics, operational standardization and the ability to support expansion into outpatient settings. For the third quarter, Omnicell forecast revenue of $301 million to $307 million, non-GAAP EBITDA of $32 million to $37 million, and non-GAAP earnings per share of $0.35 to $0.43. The company expects product revenue of $169 million to $172 million and service revenue of $132 million to $135 million. The sequential decline in projected EBITDA and earnings per share reflects the absence of the second-quarter tariff refund, lower anticipated revenue and gross margin, and higher operating expenses, partially offset by continued cost management, Radford said. For full-year 2026, Omnicell now expects: Total revenue of $1.225 billion to $1.245 billion Product revenue of $690 million to $700 million Service revenue of $535 million to $545 million Year-end annual recurring revenue of $660 million to $680 million Non-GAAP EBITDA of $175 million to $185 million Non-GAAP earnings per share of $2.15 to $2.30 While Omnicell reduced its revenue and annual recurring revenue expectations, it raised its full-year profitability outlook. Radford attributed the higher profitability outlook to the tariff refund and better operating discipline and leverage. The company also said an imbalance in memory-chip supply and demand is expected to add approximately $6 million of costs in the second half of 2026. Omnicell estimates the issue will reduce full-year consolidated gross margin by about 50 basis points and product gross margin by about 80 basis points. Njoku said Omnicell continues to work toward broader availability of its IVX platform, guided by internal benchmarks, while also investing in IV workflow and analytics products. He said the company believes the IV medication market will require a range of semi-automated and fully automated solutions. Omnicell, Inc is a healthcare technology company that specializes in medication management solutions for hospitals, clinics and pharmacies. The company's offerings encompass automated dispensing cabinets, pharmacy automation systems, IV compounding devices, and software platforms designed to optimize medication usage, streamline workflow and improve patient safety. Omnicell's analytics and inventory management tools provide real-time visibility into medication utilization, helping healthcare providers reduce waste, manage controlled substances and ensure regulatory compliance. Founded in Mountain View, California in 1992, Omnicell has grown through both internal innovation and strategic acquisitions to broaden its portfolio across the medication management continuum. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "Omnicell Q2 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for July 2026.

Omnicell delivers solid second quarter 2026 financial results Updates full year 2026 guidance FORT WORTH, Texas, July 30, 2026--(BUSINESS WIRE)--Omnicell, Inc. (NASDAQ:OMCL) ("Omnicell," "we," "our," or the "Company"), a leading healthcare technology provider focused on empowering autonomous medication management, today reported financial results for the second quarter ended June 30, 2026. Second quarter results reflected continued execution across the business, supported by demand for Omnicell’s connected device portfolio, growth in technical services and SaaS-related offerings, and disciplined cost management. Our business performed well during the quarter, with quarterly revenue coming in at the high end of our expectations, and we continue to see healthcare providers prioritize solutions that are designed to improve operational efficiency, optimize medication workflows, and help address ongoing workforce challenges. "We delivered solid second quarter results and continued to execute against our strategic priorities," said Randall A. Lipps, chairman, chief executive officer, and founder of Omnicell. "We believe our performance reflects the strength of our diversified business model, the resilience of demand across our core medication management solutions, and our ongoing focus on operational discipline. We also remain confident in the long-term opportunities we see ahead of us and continue to see strong customer interest in solutions that are built to help health systems improve efficiency, safety, and workforce productivity." "We also recently announced the promotion of Nnamdi Njoku to President and Chief Operating Officer, reflecting his leadership in advancing our operational priorities and strategic initiatives, while continuing to expand customer engagement around Omnicell Titan XT and OmniSphere," Lipps added. "As health systems increasingly seek enterprise-wide visibility, automation, and intelligence across medication workflows, we believe our next-generation platform positions us well to support those needs. We remain focused on customer success, disciplined execution, and creating long-term value for customers and stockholders." Financial Results Total revenues for the second quarter of 2026 were $312 million, up $22 million, or 7%, from the second quarter of 2025. The year-over-year increase in total revenues was driven by steady execution across our connected devices portfolio across both North America and international markets, as well as increases in SaaS and Expert Services and technical services revenues. Total GAAP net income for the second quarter of 2026 was $24 million, or $0.52 per diluted share. This compares to GAAP net income of $6 million, or $0.12 per diluted share, for the second quarter of 2025. Total non-GAAP net income for the second quarter of 2026 was $44 million, or $0.94 per diluted share. This compares to non-GAAP net income of $21 million, or $0.45 per diluted share, for the second quarter of 2025. Total non-GAAP EBITDA for the second quarter of 2026 was $67 million. This compares to non-GAAP EBITDA of $38 million for the second quarter of 2025. During the quarter ended June 30, 2026, the Company received $15 million in refunds for previously paid IEEPA tariffs. This amount primarily reduced the cost of product revenues and total cost of revenues in the second quarter of 2026, and also increased the GAAP net income, non-GAAP net income, non-GAAP EBITDA, and cash flows in the period. Balance Sheet As of June 30, 2026, Omnicell’s balance sheet reflected cash and cash equivalents of $292 million, total debt (net of unamortized debt issuance costs) of $168 million, and total assets of $2.0 billion. Cash flows provided by operating activities in the second quarter of 2026 totaled $68 million. This compares to cash flows provided by operating activities totaling $43 million in the second quarter of 2025. As of June 30, 2026, the Company had $350 million of availability under its revolving credit facility with no outstanding balance. Corporate Highlights On July 1, 2026, Nnamdi Njoku was named President and Chief Operating Officer of Omnicell. In this role, Mr. Njoku will shape and advance Omnicell’s long-term growth strategy and innovation roadmap, focused on scaling global operations while seeking to ensure seamless operational execution and excellence across product, innovation, and customer experience. Randall Lipps will continue to serve as Chief Executive Officer and Chairman of the Board, with a continued focus on strategic collaborations and the long-term evolution of Omnicell’s solution portfolio. Omnicell has added two new executive roles to support long-term growth and innovation. Rick Couldry has joined in the newly created position of Senior Vice President, Chief Pharmacy and Clinical Officer, bringing more than 30 years of hospital pharmacy leadership experience to help ensure Omnicell’s solutions address real-world clinical and operational needs. Dan Mandoli, a seasoned healthcare executive with deep expertise in pharmacy operations and specialty pharmacy services, was named Senior Vice President and General Manager, Specialty Pharmacy Services. Mr. Mandoli will lead the expansion of specialty pharmacy and 340B capabilities focused on strengthening customer value and supporting the Company’s long-term growth strategy. 2026 Guidance The table below summarizes Omnicell’s third quarter and updated full year 2026 guidance. Given our strong second quarter 2026 profitability performance and continued focus on disciplined execution, we are increasing our full year 2026 non-GAAP EBITDA and non-GAAP earnings per share guidance ranges. In addition, as we are through the first half of the year, we are tightening our full year 2026 revenues guidance ranges. We are also updating our product bookings guidance to reflect our current assessment of the range of potential outcomes for full year 2026 and our annual recurring revenue guidance to reflect certain growth opportunities that we now expect will take longer to develop than previously projected. The Company does not provide guidance for GAAP net income or GAAP earnings per share, nor a reconciliation of any forward-looking non-GAAP financial measures to the most directly comparable GAAP financial measures on a forward-looking basis because it is unable to predict certain items contained in the GAAP measures without unreasonable efforts. These forward-looking non-GAAP financial measures do not include certain items, which may be significant, including, but not limited to, unusual gains and losses, costs associated with future restructurings, acquisition-related expenses, and certain tax and litigation outcomes. Omnicell Conference Call Information Omnicell will hold a conference call today, Thursday, July 30, 2026, at 8:30 a.m. ET to discuss second quarter 2026 financial results. The conference call can be monitored by dialing (833) 461-5787 in the U.S. or (585) 542-9983 in international locations. The Conference ID is 656119963. A link to the live and archived webcast will also be available on the Investor Relations section of Omnicell’s website at https://ir.omnicell.com/events-and-presentations/. About Omnicell Since 1992, Omnicell has been committed to delivering innovative, outcomes-centric pharmacy and nursing solutions for all settings of care. As an intelligent medication management technology company, Omnicell empowers autonomous medication management by unifying automation and AI-enabled intelligence, optimized by expert services, to drive clinical and business outcomes that improve efficiency and enhance patient safety for healthcare facilities worldwide. Learn more at omnicell.com. From time to time, Omnicell may use the Company’s investor relations website and other online social media channels, including its LinkedIn page www.linkedin.com/company/omnicell, and Facebook page www.facebook.com/omnicellinc, to disclose material non-public information and comply with its disclosure obligations under Regulation Fair Disclosure ("Reg FD"). OMNICELL and the Omnicell logo are registered trademarks of Omnicell, Inc. or one of its subsidiaries. This press release may also include the trademarks and service marks of other companies. Such trademarks and service marks are the marks of their respective owners. Forward-Looking Statements To the extent any statements contained in this press release deal with information that is not historical, these statements are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Without limiting the foregoing, statements including the words "expect," "intend," "may," "will," "should," "would," "could," "plan," "potential," "anticipate," "believe," "forecast," "guidance," "outlook," "goals," "target," "estimate," "seek," "predict," "project," and similar expressions are intended to identify forward-looking statements. Forward-looking statements are subject to the occurrence of many events outside Omnicell’s control. Such statements include, but are not limited to, Omnicell’s projected product bookings, revenues, including product, service, technical services and SaaS and Expert Services revenues, annual recurring revenue, non-GAAP EBITDA, and non-GAAP earnings per share; expectations regarding demand for, and customer interest in, our products and services, developing new or enhancing existing products and solutions and the related objectives and expected benefits (and any implied financial impact), and the strength of Omnicell’s diversified business model; our ability to maintain focus on operational discipline; the ability for our next generation platform to support our customers’ needs, and statements about Omnicell’s strategy, plans, objectives, promise and purpose, vision, goals, opportunities, and market or Company outlook. Actual results and other events may differ significantly from those contemplated by forward-looking statements due to numerous factors that involve substantial known and unknown risks and uncertainties. These risks and uncertainties include, among other things, (i) unfavorable general economic and market conditions, including longer timeframes for purchasing decisions and entering into agreements for our products or solutions, (ii) Omnicell’s ability to take advantage of growth opportunities and develop and commercialize new solutions and enhance existing solutions, (iii) reduction in demand in the capital equipment market or reduction in the demand for or adoption of our solutions, systems, or services, (iv) Omnicell’s ability to successfully achieve anticipated growth targets or market adoption, (v) delays in installations of our medication management solutions or our more complex medication packaging systems, including the variability and difficulty in predicting purchasing decisions, for both current customers and competitive conversion opportunities being, difficulty forecasting product bookings due to the size and mix of potential customer opportunities or that the announcement of Titan XT may influence or impact purchasing decisions, including the timing of those decisions, (vi) delays, technical challenges and unexpected or greater than anticipated expenses associated with developing new products and services or failing to achieve technological or economic feasibility, obtain regulatory approval or gain market acceptance, (vii) the potential impact of periods of significant volatility due to geopolitical developments, (viii) the risk of increased credit, collection, and operational challenges from providing lease financing options to our customers, (ix) risks related to the incorporation of artificial intelligence technologies, including generative or agentic AI technologies, into our products, services and processes or our vendors offerings, (x) any disruption in Omnicell’s information technology systems and breaches of data security or cyber-attacks on its systems or solutions and any potential adverse legal, reputational, and financial effects that may result from it and/or additional cybersecurity incidents, as well as the effectiveness of business continuity plans during any future cybersecurity incidents, (xi) risks related to failing to maintain expected service levels when providing our SaaS and Expert Services or retaining our SaaS and Expert Services customers, (xii) Omnicell’s ability to meet the demands of, or maintain relationships with, GPOs and its institutional, retail, and specialty pharmacy customers, (xiii) the inability to secure or maintain access to existing and future specialty drugs or pharmacy provider networks for our specialty pharmacy customers, (xiv) continued and increased competition from current and future competitors in the medication management automation solutions market and the medication adherence solutions market, (xv) risks related to Omnicell’s investments in new business strategies or initiatives, including its transition to selling more products and services on a subscription basis, and its ability to acquire companies, businesses or technologies and successfully integrate such acquisitions, (xvi) Omnicell’s substantial debt, (xvii) risks presented by government regulations, legislative changes, fraud and anti-kickback statues, products liability claims, the outcome of legal proceedings, and other legal obligations related to healthcare, privacy, data protection, and information security, and the costs of compliance with, and potential liability associated with, our actual or perceived failure to comply with such obligations, including any potential governmental investigations and enforcement actions, litigation, fines and penalties, exposure to indemnification obligations or other liabilities, and adverse publicity related to the same, (xviii) changes to the 340B Program, (xix) our international operations may subject us to additional risks, including from the impact of tariffs, (xx) covenants in our credit agreement could restrict our business and operations, (xxi) exposure to liquidity and counterparty risk as a result of financial institution and money market fund concentration, (xxii) risks related to climate change, legal, regulatory or market measures to address climate change and related emphasis on ESG matters by various stakeholders, (xxiii) catastrophic events, (xxiv) Omnicell’s ability to recruit and retain skilled and motivated personnel, (xxv) Omnicell’s ability to protect its intellectual property, (xxvi) risks related to the availability and sources of raw materials and components or price fluctuations, shortages, or interruptions of supply, (xxvii) Omnicell’s dependence on a limited number of suppliers for certain components, equipment, and raw materials, as well as technologies provided by third-party vendors, (xxviii) fluctuations in quarterly and annual operating results may make our future operating results difficult to predict, (xxix) failing to meet (or significantly exceeding) our publicly announced financial guidance, and (xxx) other risks and uncertainties further described in the "Risk Factors" section of Omnicell’s most recent Annual Report on Form 10-K, as well as in Omnicell’s other reports filed with or furnished to the United States Securities and Exchange Commission ("SEC"), available at www.sec.gov. Forward-looking statements should be considered in light of these risks and uncertainties. Readers are encouraged to review this press release in conjunction with our most recent Annual Report on Form 10-K and our other reports filed with or furnished to the SEC. Investors and others are cautioned not to place undue reliance on forward-looking statements. All forward-looking statements contained in this press release speak only as of the date of this press release. Omnicell assumes no obligation to update any such statements publicly, or to update the reasons actual results could differ materially from those expressed or implied in any forward-looking statements, whether as a result of changed circumstances, new information, future events, or otherwise, except as required by law. Use of Non-GAAP Financial Information This press release contains financial measures that are not calculated in accordance with U.S. Generally Accepted Accounting Principles ("GAAP"). Management evaluates and makes operating decisions using various performance measures. In addition to Omnicell’s GAAP results, we also consider non-GAAP product gross profit, non-GAAP product gross margin, non-GAAP service gross profit, non-GAAP service gross margin, non-GAAP gross profit, non-GAAP gross margin, non-GAAP operating expenses, non-GAAP income from operations, non-GAAP operating margin, non-GAAP net income, non-GAAP net income per diluted share, non-GAAP diluted shares, non-GAAP EBITDA, non-GAAP EBITDA margin, and non-GAAP free cash flow. These non-GAAP results and metrics should not be considered as an alternative to revenues, product gross profit, service gross profit, gross profit, operating expenses, income from operations, net income, net income per diluted share, diluted shares, net cash provided by operating activities, or any other performance measure derived in accordance with GAAP. We present these non-GAAP results and metrics because management considers them to be important supplemental measures of Omnicell’s performance and refers to such measures when analyzing Omnicell’s strategy and operations. Our non-GAAP product gross profit, non-GAAP product gross margin, non-GAAP service gross profit, non-GAAP service gross margin, non-GAAP gross profit, non-GAAP gross margin, non-GAAP operating expenses, non-GAAP income from operations, non-GAAP operating margin, non-GAAP net income, non-GAAP net income per diluted share, non-GAAP EBITDA, and non-GAAP EBITDA margin are exclusive of certain items to facilitate management’s review of the comparability of Omnicell’s core operating results on a period-to-period basis because such items are not related to Omnicell’s ongoing core operating results as viewed by management. We define our "core operating results" as those revenues recorded in a particular period and the expenses incurred within such period that directly drive operating income in such period. Management uses these non-GAAP financial measures in making operating decisions because, in addition to meaningful supplemental information regarding operating performance, the measures give us a better understanding of how we believe we should invest in research and development, fund infrastructure growth, and evaluate the effectiveness of marketing strategies. In calculating the above non-GAAP results: non-GAAP product gross profit, non-GAAP product gross margin, non-GAAP gross profit and non-GAAP gross margin exclude from their GAAP equivalents items a), b), and h) below; non-GAAP service gross profit and non-GAAP service gross margin exclude from their GAAP equivalents items a) and b) below; non-GAAP operating expenses, non-GAAP income from operations and non-GAAP operating margin exclude from their GAAP equivalents items a), b), c), e), f), g), h), and i) below; and non-GAAP net income and non-GAAP net income per diluted share exclude from their GAAP equivalents items a) through i) below. Non-GAAP EBITDA is defined as earnings before interest income and expense, taxes, depreciation, amortization, and share-based compensation, as well as excluding certain other non-GAAP adjustments. Non-GAAP EBITDA and non-GAAP EBITDA margin exclude from their GAAP equivalents items a), c), d), e), f), g), h), and i) below: Management adjusts for the above items because management believes that, in general, these items possess one or more of the following characteristics: their magnitude and timing is largely outside of Omnicell’s control; they are unrelated to the ongoing operation of the business in the ordinary course; they are unusual and we do not expect them to occur in the ordinary course of business; or they are non-operational or non-cash expenses involving stock compensation plans or other items. We believe that the presentation of non-GAAP product gross profit, non-GAAP product gross margin, non-GAAP service gross profit, non-GAAP service gross margin, non-GAAP gross profit, non-GAAP gross margin, non-GAAP operating expenses, non-GAAP income from operations, non-GAAP operating margin, non-GAAP net income, non-GAAP net income per diluted share, non-GAAP EBITDA, and non-GAAP EBITDA margin is warranted for several reasons: Set forth below are additional reasons why share-based compensation expense is excluded from our non-GAAP financial measures: Non-GAAP diluted shares is defined as our GAAP diluted shares, excluding the impact of dilutive convertible senior notes for which the Company is economically hedged through its anti-dilutive convertible note hedge transaction. Additionally, in a period of net loss, GAAP diluted shares are further adjusted for certain shares whose effect would be dilutive in a period of net income. We believe non-GAAP diluted shares is a useful non-GAAP metric because it provides insight into the offsetting economic effect of the hedge transaction against potential conversion of the convertible senior notes. Non-GAAP free cash flow is defined as net cash provided by operating activities less cash used for software development for external use and purchases of property and equipment. We believe free cash flow is important to enable investors to better understand and evaluate our ongoing operating results and allows for greater transparency in the review and understanding of our overall financial, operational, and economic performance, because free cash flow takes into account certain capital expenditures and cash used for software development necessary to operate our business. As stated above, we present non-GAAP financial measures because we consider them to be important supplemental measures of performance. However, non-GAAP financial measures have limitations as an analytical tool and should not be considered in isolation or as a substitute for Omnicell’s GAAP results. In the future, we expect to incur expenses similar to certain of the non-GAAP adjustments described above and expect to continue reporting non-GAAP financial measures excluding such items. Some of the limitations in relying on non-GAAP financial measures are: A detailed reconciliation between Omnicell’s non-GAAP and GAAP financial results is set forth in the financial tables at the end of this press release. Investors are advised to carefully review and consider this information strictly as a supplement to the GAAP results that are contained in this press release as well as in Omnicell’s other reports filed with or furnished to the SEC. View source version on businesswire.com: https://www.businesswire.com/news/home/20260730977980/en/ Contacts David UngerVice President, Investor [email protected]

Omnicell (OMCL) came out with quarterly earnings of $0.94 per share, beating the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.45 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +95.83%. A quarter ago, it was expected that this Omnicell Inc. would post earnings of $0.33 per share when it actually produced earnings of $0.55, delivering a surprise of +66.67%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Omnicell, which belongs to the Zacks Medical Info Systems industry, posted revenues of $312.21 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.83%. This compares to year-ago revenues of $290.56 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Omnicell shares have lost about 8.6% since the beginning of the year versus the S&P 500's gain of 6.9%. While Omnicell has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Omnicell was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.47 on $312.99 million in revenues for the coming quarter and $1.97 on $1.24 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical Info Systems is currently in the top 30% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. One other stock from the same industry, Senseonics Holdings (SENS), is yet to report results for the quarter ended June 2026. The results are expected to be released on August 6. This medical technology company is expected to post quarterly loss of $0.55 per share in its upcoming report, which represents a year-over-year change of -37.5%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. Senseonics Holdings' revenues are expected to be $13.08 million, up 96.7% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Omnicell, Inc. (OMCL) : Free Stock Analysis Report Senseonics Holdings, Inc. (SENS) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Omnicell OMCL is set to release second-quarter 2026 results on July 30, before market open. In the last reported quarter, the company posted adjusted earnings per share (EPS) of 55 cents, which surpassed the Zacks Consensus Estimate by 66.67%. Omnicell beat on earnings in three of the trailing four quarters and missed on one occasion, the average surprise being 34.65%. The Zacks Consensus Estimate for revenues is pegged at $309.6 million, which suggests 6.6% growth from the year-ago reported figure. The Zacks Consensus Estimate for earnings is pinned at 48 cents per share, which implies a 6.7% rise from the year-ago recorded actuals. Estimates for second-quarter earnings have remained unchanged at 48 cents per share in the past 30 days. Here’s a brief overview of the company’s performance leading up to this announcement. The company is expected to have delivered another quarter of solid growth, supported by continued execution of its Connected Devices strategy and expanding recurring revenue streams. Demand is likely to have remained strong across inpatient and outpatient pharmacies as well as broader patient care settings, reflecting continued adoption of Omnicell's medication management solutions. Second-quarter revenue growth is also expected to have been supported by increasing penetration of OmniSphere, a cloud-native medication management platform, as healthcare providers continue to prioritize enterprise-wide automation, workflow optimization and data-driven medication management. The second-quarter top line is also likely to have benefited from continued customer wins among large and complex health systems. The recently launched Titan XT next-generation automated dispensing system is expected to have gained further commercial traction, supported by its integration with the OmniSphere platform. The combined offering is likely to have strengthened Omnicell's value proposition by providing enterprise-wide visibility, guided clinical workflows and a modern cloud-based infrastructure designed for large healthcare organizations. From a segment perspective, Product revenues are expected to have benefited from sustained demand for the Connected Devices portfolio across both North America and international markets, supported by ongoing capital investments from healthcare providers. The Zacks Consensus Estimate for Product revenues indicates 5.2% year-over-year growth for the second quarter. Service revenues are likely to have remained on a growth trajectory, supported by higher recurring software and service revenues, including continued momentum in Specialty Pharmacy Services. This growth is expected to have been driven by increasing customer adoption of subscription-based and technology-enabled medication management solutions. The Zacks Consensus Estimate for Services revenues indicates 5% year-over-year growth for the second quarter. Omnicell, Inc. price-eps-surprise | Omnicell, Inc. Quote Per our proven model, stocks with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), along with a positive Earnings ESP, have a higher chance of beating estimates. However, this is not the case here, as you can see below: Earnings ESP: Omnicell has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. Zacks Rank: The company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank stocks here. Here are some medical stocks worth considering, as these have the right combination of elements to post an earnings beat this time around: Hinge Health Inc. HNGE has an Earnings ESP of +4.24% and a Zacks Rank #1 at present. The company is expected to release second-quarter 2026 results soon. In the trailing four quarters, HINGE delivered an average earnings surprise of 179.54%. The Zacks Consensus Estimate for second-quarter EPS implies a decrease of 11.9% from the year-ago quarter’s figure. Neurocrine Biosciences NBIX has an Earnings ESP of +40.60% and a Zacks Rank #1 at present. The company is expected to release second-quarter 2026 results soon. NBIX’s earnings surpassed estimates in three of the trailing four quarters and missed in one, the average surprise being 9.08%. The Zacks Consensus Estimate for the company’s second-quarter EPS calls for an increase of 112.3% from the year-ago quarter’s figure. West Pharmaceutical Services WST has an Earnings ESP of +1.09% and a Zacks Rank #2 at present. The company is slated to release second-quarter 2026 results on July 23. WST’s earnings beat estimates in each of the trailing four quarters, the average surprise being 19.37%. The Zacks Consensus Estimate for WST’s second-quarter EPS implies a rise of 13% from the year-ago reported figure. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Omnicell, Inc. (OMCL) : Free Stock Analysis Report Neurocrine Biosciences, Inc. (NBIX) : Free Stock Analysis Report West Pharmaceutical Services, Inc. (WST) : Free Stock Analysis Report Hinge Health Inc. (HNGE) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

A month has gone by since the last earnings report for Omnicell (OMCL). Shares have added about 0.1% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Omnicell due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Omnicell, Inc. before we dive into how investors and analysts have reacted as of late. Omnicell, Inc. (OMCL) reported first-quarter 2026 adjusted earnings per share (EPS) of 55 cents, up 111.5% year over year. The metric beat the Zacks Consensus Estimate by 67.94%. Adjustments include one-time expenses like share-based compensations, the amortization of acquired intangibles, acquisition-related expenses, executive transition costs and others. GAAP earnings were 25 cents per share in the quarter under review compared to a loss of 15 cents in the prior-year quarter. Revenues in the first quarter totaled $310 million, up 15% year over year. This was driven by strength in the connected devices offerings, as well as increases in technical services, SaaS and Expert Services, and consumables revenues. The figure beat the Zacks Consensus Estimate by 2.2%. On a segmental basis, Product revenues rose 20.4% year over year to $174.8 million in the reported quarter. Service revenues climbed 8.5% year over year to $135.1 million. In the quarter under review, the gross profit rose 26.5% to $140.4 million. The gross margin expanded 416 basis points (bps) to 45.3% despite a 6.8% rise in the cost of revenues. Operating expenses amounted to $123.5 million, up 0.8% year over year. The operating profit in the quarter totaled $16.8 million compared to an operating loss of $11.6 million in the year-ago quarter. Omnicell exited the first quarter of 2026 with cash and cash equivalents of $239.2 million compared with $196.5 million at the end of 2025. The cumulative cash flow provided by operating activities at the end of the first quarter was $54.5 million compared with $25.9 million a year ago. For full-year 2026, the company continues to expect revenues in the range of $1.215-$1.255 billion. Within this, Product revenues are expected to be in the band of $690-$710 million and Service revenues in the range of $525-$545 million. The Zacks Consensus Estimate for total revenues is pegged at $1.24 billion. Adjusted EPS for the full year is expected between $1.80 and $2.00, up from the previous guidance of $1.65-$1.85. The Zacks Consensus Estimate is pegged at $1.77. For the second quarter of 2026, Omnicell expects $307-$313 million in total revenues, comprising Product revenues of $174-$177 million and Service revenues of $133-$136 million. The Zacks Consensus Estimate for second-quarter revenues is pinned at $309.6 million. Adjusted EPS for the second quarter is expected between 40 cents and 48 cents. The Zacks Consensus Estimate is pegged at 41 cents. In the past month, investors have witnessed a upward trend in fresh estimates. The consensus estimate has shifted 60.53% due to these changes. Currently, Omnicell has a nice Growth Score of B, though it is lagging a bit on the Momentum Score front with a C. Following the exact same course, the stock was allocated a score of C on the value side, putting it in the middle 20% for this investment strategy. Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Omnicell has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Omnicell, Inc. (OMCL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the healthcare technology for providers industry, including Omnicell (NASDAQ:OMCL) and its peers. The healthcare technology sector provides software and data analytics to help hospitals and clinics streamline operations and improve patient outcomes, often through value-based care models. Future growth is expected as providers prioritize digital transformation to manage rising costs and patient demands. Tailwinds include the adoption of AI-driven tools and government incentives for digitization. There are challenges as well, including long sales cycles and slow adoption by providers, who may be resistance to change. Tightening hospital budgets and cybersecurity threats are additional risks that could slow adoption. The 4 healthcare technology for providers stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 1.1% while next quarter’s revenue guidance was in line. In light of this news, share prices of the companies have held steady as they are up 3.6% on average since the latest earnings results. Driven by the vision of an "Autonomous Pharmacy" with zero medication errors, Omnicell (NASDAQ:OMCL) provides medication management automation and adherence tools that help healthcare systems and pharmacies reduce errors and improve efficiency. Omnicell reported revenues of $309.9 million, up 14.9% year on year. This print exceeded analysts’ expectations by 1.8%. Overall, it was an exceptional quarter for the company with EBITDA guidance for next quarter exceeding analysts’ expectations and a beat of analysts’ EPS estimates. “We delivered a strong start to 2026, driven by solid execution and sustained demand for our points of care solutions,” said Randall Lipps, chairman, president, chief executive officer, and founder of Omnicell. Interestingly, the stock is up 16.5% since reporting and currently trades at $43.85. Is now the time to buy Omnicell? Access our full analysis of the earnings results here, it’s free. Formerly known as Apollo Medical Holdings until early 2024, Astrana Health (NASDAQ:ASTH) operates a technology-powered healthcare platform that enables physicians to deliver coordinated care while successfully participating in value-based payment models. Astrana Health reported revenues of $965.1 million, up 55.6% year on year, outperforming analysts’ expectations by 1.9%. The business had a satisfactory quarter with a beat of analysts’ EPS estimates but full-year revenue guidance slightly missing analysts’ expectations. Astrana Health delivered the fastest revenue growth among its peers. The market seems content with the results as the stock is up 3.5% since reporting. It currently trades at $37.36. Is now the time to buy Astrana Health? Access our full analysis of the earnings results here, it’s free. Founded in 2011 to transform how healthcare is delivered to patients with complex needs, Evolent Health (NYSE:EVH) provides specialty care management services and technology solutions that help health plans and providers deliver better care for patients with complex conditions. Evolent Health reported revenues of $496.2 million, up 2.6% year on year, falling short of analysts’ expectations by 6.9%. It was a mixed quarter as it posted a beat of analysts’ EPS estimates but a significant miss of analysts’ revenue estimates. Evolent Health delivered the highest full-year guidance raise but had the weakest performance against analyst estimates and slowest revenue growth in the group. The stock is flat since the results and currently trades at $3.84. Read our full analysis of Evolent Health’s results here. Operating in 13 states and the District of Columbia with over 4,300 providers serving more than 4.8 million patients, Privia Health (NASDAQ:PRVA) is a technology-driven company that helps physicians optimize their practices, improve patient experiences, and transition to value-based care models. Privia Health reported revenues of $603.8 million, up 25.8% year on year. This result surpassed analysts’ expectations by 7.4%. Aside from that, it was a mixed quarter as it also recorded a solid beat of analysts’ revenue estimates but a significant miss of analysts’ EPS estimates. Privia Health achieved the biggest analyst estimates beat among its peers. The stock is down 5.6% since reporting and currently trades at $22.64. Read our full, actionable report on Privia Health here, it’s free. Late in 2025 into early 2026, there was hand wringing around artificial intelligence. 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